Get notified when contacts upload new documents to Clio

First, we need to connect Clio and Email to Zapier.

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  Create Zapier account.

  Create Zapier account if you don't have one.

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  Connect Clio to Zapier.

  Give Zapier access to your Clio account, using Clio credentials.

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  Connect Email to Zapier.

  Give Zapier access to your Email account, using Email credentials.

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

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  Set up a Trigger action for Clio

  Choose the following trigger: New Document (Triggers when a new document is created.).

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  Then set up an Action for Clio

  Choose this action: Find Person Contact (Find a person contact by ID, name, title, email address, address, phone number, web site, instant messenger, custom fields, related matter name, or company name matching a given string.).

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  Then set up another Action for Email

  Choose this action: Send Outbound Email (Send an email from your own custom **zapiermail.com** address. Up to 10 emails sent per hour.).

Finally, we need to test this automation and publish it.

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  Customize data flow

  Configure the data that is exchanged between Clio and Email.

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  Test the workflow and turn it on for production use

  Test your scenario and publish to production. Now you have an automatic workflow, that will Get notified when contacts upload new documents to Clio!